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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,716 | $217,432-61.5% | $185,851-55.0% | $167,553-50.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.13% | 148.43%-131.3pp | 122.11%-105.0pp | 478.89%-461.8pp |
| Employer contribution / active EE | $2,518 | $5,874-57.1% | $5,168-51.3% | $4,840-48.0% |
| Participant deferral / active EE | $6,965 | $6,357+9.6% | $5,569+25.1% | $6,343+9.8% |
| Admin fee / account holder | $51 | $19,820-99.7% | $16,245-99.7% | $12,316-99.6% |